your badges 52W Range $36–$67 34% of range Analyst Rating HOLD 9 analysts Price Target $60 +29% upside P/E 20.3 ROE 6.6% Net Profit Margin 7.3%

JEF Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $45.97
Market Cap (MRQ) $9.35B
P/E 20.3
EPS $2.83
Revenue $10.82B
ROE 6.6%
Debt/Equity 0.2
52W Range $36–$67

JEF Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

Stock splits 10
Ex-date Split Type
Jan. 17, 2023 523-for-500 Forward
Sept. 27, 2019 267-for-250 Forward
Feb. 26, 2013 1027-for-1000 Forward
June 15, 2006 2-for-1 Forward
Jan. 3, 2005 3-for-2 Forward
Nov. 16, 1995 2-for-1 Forward
Jan. 11, 1993 2-for-1 Forward
Jan. 7, 1987 2-for-1 Forward
Feb. 15, 1985 3-for-2 Forward
April 7, 1983 2-for-1 Forward

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$10.82B
2017-12-31 → 2025-11-30
EPS$2.83
2017-11-30 → 2025-11-30
Free Cash Flow$-1.70B
2022-11-30 → 2025-11-30
Net margin7.3%
2017-12-31 → 2025-11-30
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend JEF 5Y avg Peer Median Verdict
P/E 20.35Y avg ≈19.4 ≈19.4 18.5 Fair value
P/S (TTM) 0.85Y avg ≈1.0 ≈1.0 2.5 Undervalued
P/B (MRQ) 0.95Y avg ≈0.8 ≈0.8 2.8 Undervalued
Price / FCF (TTM) 5.2 · · ·
Price / Cash Flow (TTM) 4.75Y avg ≈2.1 ≈2.1 · ·
Price / Tangible Book (MRQ) 0.95Y avg ≈1.0 ≈1.0 · ·
PEG Ratio ≈15.4 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Payout Ratio54.9%
Annualized Payout≈$1.60Paid quarterly
5Y Div CAGR≈22.8%Per share, split-adjusted
Growth Streak≈9Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 18, 2026$0.40USD≈3.0%
May 18, 2026$0.40USD≈3.1%
Feb 17, 2026$0.40USD≈3.1%
Nov 17, 2025$0.40USD≈3.0%
Aug 18, 2025$0.40USD≈2.6%
May 19, 2025$0.40USD≈2.9%
Feb 14, 2025$0.40USD≈2.0%
Nov 18, 2024$0.35USD≈1.8%
Aug 19, 2024$0.35USD≈2.2%
May 17, 2024$0.30USD≈2.5%
Feb 15, 2024$0.30USD≈2.9%
Nov 10, 2023$0.30USD≈3.5%
Aug 11, 2023$0.30USD≈3.4%
May 12, 2023$0.30USD≈4.0%
Feb 10, 2023$0.30USD≈3.0%
Nov 10, 2022$0.29USD≈3.3%
Aug 12, 2022$0.29USD≈3.3%
May 13, 2022$0.29USD≈3.6%
Feb 11, 2022$0.29USD≈2.7%
Nov 12, 2021$0.24USD≈2.1%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise -2.9%
PeriodReportEPS ActualEPS EstSurprise
Sept. 30, 2026 Sep 30, 2026 $1.08 $1.01 6.5%
June 30, 2026 Jul 1, 2026 $1.02 $1.17 -12.6%
March 31, 2026 $0.70 $0.97 -27.5%
Dec. 31, 2025 $0.96 $0.95 0.94%
Sept. 30, 2025 $1.01 $0.81 25.0%
June 30, 2025 $0.40 $0.44 -10.0%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 14
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $10.82B$10.52B$7.44B$7.15B$8.95B$6.88B$5.36B$5.01B$5.05B$10.88B$11.68B$12.33B
Cost of Revenue $191M$206M$29M$441M$471M$339M$320M$307M$281M$6.85B$7.68B$8.02B
SG&A Expense ····$0$0$1.01B$961M$778M$832M$758M$796M
Operating Expenses ····$5.84B$4.87B$3.62B$3.52B$3.40B$9.90B$10.64B$11.24B
Interest Expense ··$2.74B$1.17B$932M$1.03B$87M$89M$101M$109M$116M$121M
Interest Income $1M$3M······$994M$926M$955M$1.05B
Pretax Income $871M$1.01B$354M$1.06B$2.25B$1.07B$479M$296M$607M$316M$357M$381M
Income Tax $185M$293M$92M$274M$577M$299M$-484M$19M$642M$122M$110M$166M
Net Income $682M$716M$262M$782M$1.68B$768M$960M$1.02B$167M$126M$280M$204M
EPS (Basic) $2.93$3.08$1.12$3.13$6.29$2.68$3.07$2.93$0.45$0.34$0.74$0.54
EPS (Diluted) $2.83$2.99$1.10$3.06$6.13$2.65$3.03$2.90$0.45$0.34$0.74$0.54
Shares (Basic) 215,096,000217,079,000232,609,000247,378,000263,595,000285,693,000310,694,000347,261,000368,197,000371,211,000372,430,000371,889,000
Shares (Diluted) 222,746,000223,650,000236,620,000255,571,000271,501,000290,490,000317,032,000351,275,000370,701,000371,518,000372,431,000373,333,000
EBITDA $192M$190M$112M$173M$157M$158M······
Balance Sheet 18
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $14.04B$12.15B$8.53B$9.70B$10.76B$9.06B$7.68B$5.26B$5.28B$3.81B$3.64B$4.28B
Inventory ·········$310M$288M$423M
PP&E (Net) ······$385M$351M$750M$709M$722M$726M
PP&E (Gross) ········$1.36B$1.23B$1.26B$1.15B
Accum. Depreciation $907M$816M$552M$525M$526M···$611M$518M$539M$422M
Goodwill $1.84B$1.83B$1.85B$1.74B$1.75B$1.75B$1.74B$1.70B$1.72B$1.72B$1.74B$1.74B
Intangibles $203M$226M$197M$139M$152M$167M$183M$188M$741M$798M$912M$978M
Total Assets $76.01B$64.36B$57.91B$51.06B$56.11B$53.12B$49.46B$47.13B$47.17B$45.07B$46.33B$52.61B
Short-term Debt $1.77B$443M$990M$528M$222M$765M$548M$387M$436M$526M$311M$12M
Total Liabilities $65.37B$54.13B$48.10B$40.63B$45.38B$43.53B$39.71B$36.91B$36.48B$34.31B$35.55B$41.94B
Long-term Debt $15.90B$13.53B$9.70B$8.77B$9.13B$8.35B$8.34B$7.62B$7.89B$7.38B$7.40B$8.53B
Total Debt $1.77B$443M$990M$528M$222M$765M··$436M$526M·$12M
Common Stock ···$226M$244M$250M$292M$308M$356M$359M$363M$367M
Retained Earnings $8.57B$8.27B$7.85B$8.42B$7.94B$6.53B$5.93B$5.61B$4.70B$4.65B$4.61B$4.43B
AOCI $-384M$-423M$-396M$-379M$-372M$-289M$-273M$288M$373M$311M$439M$447M
Stockholders' Equity $10.57B$10.16B$9.71B$10.23B$10.55B$9.40B$9.58B$10.06B$10.11B$10.13B$10.40B$10.30B
Liabilities + Equity $76.01B$64.36B$57.91B$51.06B$56.11B$53.12B$49.46B$47.13B$47.17B$45.07B$46.33B$52.62B
Shares Outstanding 206,296,167·210,626,642226,129,626243,541,431249,750,542291,644,153307,515,472356,227,038359,425,061362,617,423367,498,615
Cash Flow 18
Metric Trend 202520242023202220212020201920182017201620152014
D&A $192M$190M$112M$173M$157M$158M$153M$120M$110M$212M$224M$186M
Stock-based Comp $88M$63M$45M$44M$78M$40M$50M$48M$48M$34M$74M$110M
Deferred Tax $110M$-4M$10M$-70M$97M$65M$6M$-40M$596M$119M$131M$136M
Amort. of Intangibles $34M$30M$9M$11M$14M$15M$15M$13M$13M$63M$64M$66M
Other Non-cash $-2.57B$-1.11B$-2.36B$877M$-427M$1.04B······
Operating Cash Flow $-1.50B$-140M$-1.93B$1.80B$1.58B$2.06B$-828M$691M$788M$609M$-762M$-987M
CapEx $207M$251M$1M$224M$166M$177M······
Investing Cash Flow $-299M$210M$-12M$-61M$-410M$-166M$1.71B$142M$-55M$-640M$781M$449M
Net Debt Issued $-4.06B$-2.43B$-1.28B$-825M········
Stock Issued ······$1M$4M$2M$1M$1M$2M
Stock Repurchased $59M$44M$169M$860M$269M$817M$510M$1.13B$100M$95M$126M$76M
Net Stock Activity $-59M$-44M$-169M$-860M$-269M$-817M··$-99M$-94M·$-74M
Dividends Paid $374M$303M$279M$280M$223M$161M$150M$152M$117M$91M$93M$93M
Financing Cash Flow ··$1.06B$-2.84B$994M$-724M$1.59B$-576M$435M$231M$-652M$918M
Net Change in Cash $1.80B$3.35B$-831M$-1.12B$2.16B$1.18B$2.47B$238M$1.18B$169M$-638M$369M
Taxes Paid $292M$258M$159M$214M$727M$25.0K$25M$38M$15M$-14M$510.0K$10M
Free Cash Flow $-1.70B$-391M$-1.93B$1.58B········
Levered FCF ··$-3.96B$714M········
Profitability 5
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 6.3%6.8%3.5%10.9%18.4%11.1%··1.4%1.2%·1.7%
Pretax Margin 8.1%9.6%4.8%14.8%24.9%15.3%··8.2%2.9%·3.1%
EBITDA Margin 1.8%1.8%1.5%2.4%1.7%2.3%······
ROA 0.97%1.2%0.48%1.5%2.9%1.5%··0.36%0.28%·0.41%
ROE 6.6%7.2%2.6%7.5%16.7%8.1%··1.7%1.2%·2.0%
Liquidity & Solvency 1
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 0.20.00.10.10.00.1··0.00.1·0.0
Efficiency 2
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.20.10.10.20.1··0.30.2·0.2
Inventory Turnover ·········22.9·20.4
Per Share 7
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share ··$46.10$45.25$43.33$37.65··$28.37$28.18·$28.03
Revenue / Share $48.59$47.02$31.45$27.97$33.30$23.95··$33.47$29.27·$33.04
Cash Flow / Share $-6.71$-0.63$-8.17$7.06$5.79$7.15··$2.89$1.64·$-2.64
Cash / Share ··$40.48$42.91$44.16$36.26··$14.81$10.59·$11.64
Dividend / Share $1.60$1.30$1.20$1.20$0.90$0.60$0.50$0.45$0.33$0.25$0.25·
Dividend Paid / Share ········$0.33$0.25$0.25$0.25
EPS (TTM) $2.83$2.99$1.10$3.06$6.13$2.65$3.03·$0.45$0.34$0.74$0.54
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 2.9%41.3%4.1%-20.1%30.0%·······
Revenue CAGR 3Y 14.8%5.5%2.6%·········
Revenue CAGR 5Y 9.5%···········
EPS YoY -5.3%171.8%-64.0%-50.1%131.3%·······
EPS CAGR 3Y -2.6%-21.3%-25.4%·········
EPS CAGR 5Y 1.3%···········
Net Income YoY -4.7%172.9%-66.4%-53.4%118.3%·······
Net Income CAGR 3Y -4.4%-24.7%-30.1%·········
Net Income CAGR 5Y -2.4%···········
Dividends Paid CAGR 5Y 18.4%···········
Valuation (TTM) 17
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $10.82B$10.52B$7.44B$7.15B$8.95B$6.88B$5.36B·$5.05B$10.88B$11.68B$12.33B
Net Income TTM $682M$716M$262M$782M$1.68B$768M$960M·$167M$126M$280M$204M
Market Cap ··$7.46B$8.21B$8.75B$5.43B··$8.45B$7.48B·$7.38B
Enterprise Value ··$-72M$-962M$-1.78B$-2.86B··$3.61B$4.20B·$3.11B
P/E 20.326.532.211.95.98.26.6·52.761.221.037.2
P/S ··1.01.11.00.8··1.70.7·0.6
P/B ··0.80.80.80.6··0.80.7·0.7
P / Tangible Book ··1.01.01.00.7······
P / Cash Flow ··-3.94.65.62.6··7.912.3·-7.5
P / FCF ··-3.95.2········
EV / EBITDA ··-0.6-5.6-11.3-18.1······
EV / FCF ··0.0-0.6········
EV / Revenue ··-0.0-0.1-0.2-0.4··0.70.4·0.3
Dividend Yield ··3.7%3.4%2.5%3.0%··1.4%1.2%·1.3%
Earnings Yield 4.9%3.8%3.1%8.4%17.1%12.2%15.2%·1.9%1.6%4.8%2.7%
Payout Ratio 54.9%42.3%106.2%35.8%13.4%20.9%··70.2%72.5%·45.6%
Annual Payout $374M$303M$279M$280M$223M$161M$150M·$117M$91M$93M$93M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-11-302024-11-302023-11-302022-11-302021-11-30
Revenue $10.82B $10.52B $7.44B $7.15B $8.95B
Net Income $682M $716M $262M $782M $1.68B
Diluted EPS $2.83 $2.99 $1.10 $3.06 $6.13

Institutional owners (13F) 641 filers · $7.8B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 641
Value held $7.8B
New positions 90
Exited positions 60
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
90 (-18 vs prior Q) 60 (-52 vs prior Q) 197 (-30 vs prior Q) 211 (+43 vs prior Q) -7.1M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $913,102,728 14,734,593 11.69% Shares
BlackRock, Inc. $834,947,258 16,705,627 10.69% Shares
AQR CAPITAL MANAGEMENT LLC $421,181,249 8,426,996 5.39% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $355,316,916 7,109,182 4.55% Shares
VANGUARD CAPITAL MANAGEMENT LLC $334,509,793 6,692,873 4.28% Shares
SUMITOMO MITSUI FINANCIAL GROUP, INC. $321,338,263 6,429,337 4.11% Shares
STATE STREET CORP $248,121,012 4,964,406 3.18% Shares
MASSACHUSETTS MUTUAL LIFE INSURANCE CO $232,625,013 4,654,362 2.98% Shares
TWO SIGMA INVESTMENTS, LP $160,189,748 3,205,077 2.05% Shares
GEODE CAPITAL MANAGEMENT, LLC $148,845,074 2,977,314 1.91% Shares
MORGAN STANLEY $144,844,365 2,898,045 1.85% Shares
DIMENSIONAL FUND ADVISORS LP $143,255,374 2,866,541 1.83% Shares
D. E. Shaw & Co., Inc. $139,365,831 2,788,432 1.78% Shares
ALLIANCEBERNSTEIN L.P. $138,165,687 3,347,848 1.77% Shares
First Pacific Advisors, LP $135,159,165 2,704,265 1.73% Shares
NORGES BANK $132,262,074 2,646,300 1.69% Shares
BARROW HANLEY MEWHINNEY & STRAUSS LLC $127,242,033 2,545,859 1.63% Shares
BAMCO INC /NY/ $107,044,365 2,141,744 1.37% Shares
JPMORGAN CHASE & CO $92,194,929 1,882,582 1.18% Shares
BARCLAYS PLC $79,797,818 1,596,595 1.02% Shares
Freestone Grove Partners LP $79,537,372 1,591,384 1.02% Shares
UBS Group AG $78,098,697 1,562,599 1.00% Shares
NORTHERN TRUST CORP $72,969,201 1,459,968 0.93% Shares
Bank of New York Mellon Corp $66,970,846 1,339,953 0.86% Shares
Nuveen, LLC $64,892,815 1,298,376 0.83% Shares
GOLDMAN SACHS GROUP INC $63,237,831 1,265,262 0.81% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $61,576,909 1,232,031 0.79% Shares
BECK MACK & OLIVER LLC $61,083,907 1,222,167 0.78% Shares
Assenagon Asset Management S.A. $51,367,995 1,027,771 0.66% Shares
VANGUARD FIDUCIARY TRUST CO $50,841,605 1,017,239 0.65% Shares
BANK OF AMERICA CORP /DE/ $50,619,298 1,012,791 0.65% Shares
NewEdge Wealth, LLC $49,900,677 998,413 0.64% Shares
FIRST TRUST ADVISORS LP $46,399,657 928,364 0.59% Shares
Moerus Capital Management LLC $45,500,293 910,370 0.58% Shares
Balyasny Asset Management L.P. $41,022,135 820,771 0.53% Shares
JANE STREET GROUP, LLC $38,978,002 779,872 0.50% Shares
PRIVATE MANAGEMENT GROUP INC $37,630,842 752,918 0.48% Shares
Squarepoint Ops LLC $37,551,174 751,324 0.48% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $35,080,962 701,900 0.45% Put option
CAPITAL FUND MANAGEMENT S.A. $34,414,228 688,560 0.44% Shares
DEUTSCHE BANK AG\ $33,009,490 660,454 0.42% Shares
Man Group plc $32,702,214 654,306 0.42% Shares
Mraz, Amerine & Associates, Inc. $30,843,757 617,122 0.39% Shares
Longaeva Partners L.P. $25,973,406 519,676 0.33% Shares
Hosking Partners LLP $25,180,474 503,811 0.32% Shares
SEI INVESTMENTS CO $24,544,531 491,082 0.31% Shares
CITADEL ADVISORS LLC $23,732,653 474,843 0.30% Shares
Retirement Systems of Alabama $22,052,475 441,226 0.28% Shares
Berkshire Hathaway Inc $21,669,229 433,558 0.28% Shares
RHUMBLINE ADVISERS $20,862,754 417,423 0.27% Shares

Show all 641 institutional owners →

Activists & 5%+ owners 79 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Jefferies Financial Group Inc., Jefferies LLC ×9 filings June 5, 2024 · Initial filing · SEC
Jefferies Financial Group Inc., on behalf of itself and its controlled subsidiaries ×8 filings Nov. 7, 2023 · Initial filing M&A / sale SEC
Joseph S. Steinberg ×3 filings July 5, 2023 · Initial filing · SEC
Jefferies Financial Group Inc. S.S. or ×3 filings May 29, 2019 · Initial filing · SEC
Jefferies Financial Group Inc. (f/k/a Leucadia National Corporation), on behalf of itself and its controlled subsidiaries ×2 filings March 13, 2019 · Initial filing · SEC
Leucadia National Corporation, on behalf of itself and its controlled subsidiaries ×8 filings March 1, 2018 · Initial filing Passive investment SEC
Leucadia National Corporation ×25 filings Feb. 27, 2018 · Initial filing · SEC
Leucadia National Corporation S.S. or ×4 filings March 31, 2017 · Initial filing · SEC
Ian M. Cumming ×8 filings Nov. 4, 2013 · Initial filing · SEC
Jefferies Group, Inc. Nov. 20, 2012 · Initial filing M&A / sale SEC
Ian M. Cumming S.S. OR, Joseph S. Steinberg S.S. OR May 17, 2011 · Initial filing · SEC
Leucadia National Corporation 2), Phlcorp, Inc. 2), Baldwin Enterprises, Inc. 2), BEI Arch Holdings, LLC 2), BEI – Longhorn, LLC 2) ×5 filings Oct. 5, 2010 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person May 8, 2008 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person March 5, 2008 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Feb. 27, 2008 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 38 insiders · 14 officers · 22 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Richard B Handler CEO Oct. 1, 2026 G 12,854,174 0 0 $0
Matthew Scott Larson EVP, CFO Aug. 28, 2026 A 99,756 0 0 $0
Teresa S Gendron Chief Financial Officer Sept. 1, 2014 A 30,084 0 0 $0
Joseph A Orlando JR Vice President and CFO Dec. 13, 2012 A 1,068 0 0 $0
FRIEDMAN BRIAN P President Aug. 28, 2026 A 2,037,263 0 1 $-52
Justin Rex Wheeler Vice President and COO July 25, 2014 F 89,865 0 0 $0
Michael J. Sharp EVP and General Counsel Aug. 28, 2026 A 168,409 0 0 $0
Joseph S. Steinberg Chairman of the Board Nov. 14, 2024 P 2,339,079 0 0 $0
Rocco J Nittoli VP, Chief Compliance Officer July 28, 2022 S 0 0 0 $0
Connor Joseph M O Vice President Dec. 13, 2012 A 0 0 0 $0
Thomas E Mara Executive Vice President Dec. 13, 2012 A 0 0 0 $0
Barbara L Lowenthal Vice President and Comptroller Dec. 13, 2012 A 38,788 0 0 $0
H E Scruggs Vice President Dec. 11, 2006 A 36,284 0 0 $0
Mark Hornstein Vice President Dec. 22, 2003 G 40,130 0 0 $0
Melissa Weiler Director Aug. 28, 2026 A 40,147 0 0 $0
Matrice Ellis-Kirk Director Aug. 28, 2026 A 32,147 0 0 $0
Kane Michael T O Director Aug. 28, 2026 A 133,030 0 0 $0
Robert D Beyer Director Aug. 28, 2026 A 113,257 0 0 $0
SUMITOMO MITSUI FINANCIAL GROUP, INC. Director July 10, 2026 M 40,579,081 2 0 $662,543,178
Maryanne Gilmartin Director March 26, 2026 A 57,293 0 0 $0
Jacob M Katz Director March 26, 2026 A 57,293 0 0 $0
Linda Adamany Director March 26, 2026 A 84,759 0 0 $0
Thomas W Jones Director March 26, 2026 A 76,701 0 0 $0
Barry J Alperin Director March 29, 2023 A 53,137 0 0 $0
Francisco L Borges Director March 26, 2021 A 68,058 0 0 $0
Patrick W Campbell Director Nov. 30, 2018 A 120,609 0 0 $0
Jeffrey C Keil Director Nov. 30, 2018 A 45,165 0 0 $0
Michael Sorkin Director May 15, 2012 A 0 0 0 $0
James E Jordan Director May 15, 2012 A 124,750 0 0 $0
Jesse Clyde Nichols III Director May 15, 2012 A 164,642 0 0 $0
Paul M Dougan Director May 15, 2012 A 20,750 0 0 $0
Alan J Hirschfield Director May 15, 2012 A 40,000 0 0 $0
Lawrence D Glaubinger Director April 30, 2009 M 234,000 0 0 $0
Jefferies Financial Group Inc. 10% owner Jan. 7, 2005 P 1,309,985 0 0 $0
Stuart Harry Reese · April 12, 2021 S 33,756 0 0 $0
Robert Eugene Joyal · Aug. 28, 2020 A 106,985 0 0 $0
Richard G Dooley · June 26, 2013 S 328,696 0 0 $0
Ian M. Cumming · March 1, 2013 A 18,726,054 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 82 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
FXO · First Trust Exchange-Traded AlphaDE… 0.98% 203,265 NS July 31, 2026 N-PORT
PAMC · Pacer Funds Trust 0.59% 5,802 NS July 31, 2026 N-PORT
GSY · Invesco Actively Managed Exchange-T… 0.47% 18,211,000 Oct. 1, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.47% 140,422 SH Aug. 19, 2026 Daily
FNK · First Trust Exchange-Traded AlphaDE… 0.47% 19,448 NS July 31, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.40% 110,743 SH Oct. 1, 2026 Daily
RFV · Invesco Exchange-Traded Fund Trust 0.40% 27,989 SH Oct. 1, 2026 Daily
IQSM · New York Life Investments ETF Trust 0.35% 21,378 NS July 31, 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.33% 82,435 NS July 31, 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.27% 22,629 NS July 31, 2026 N-PORT
PTMC · Pacer Funds Trust 0.25% 18,036 NS July 31, 2026 N-PORT
BSCS · Invesco Exchange-Traded Self-Indexe… 0.23% 8,115,000 Oct. 1, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.23% 20,748 SH Oct. 1, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.22% 264,341 SH Aug. 19, 2026 Daily
SDVD · First Trust Exchange-Traded Fund IV 0.21% 35,685 NS July 31, 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0.21% 25,331 NS July 31, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.21% 35,403 SH Aug. 19, 2026 Daily
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.21% 17,242 NS July 31, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.19% 2,402 NS July 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.19% 70,011 NS July 31, 2026 N-PORT
BSMR · Invesco Exchange-Traded Self-Indexe… 0.18% 670,000 Oct. 1, 2026 Daily
BSCR · Invesco Exchange-Traded Self-Indexe… 0.17% 7,807,000 Oct. 1, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.15% 2,083,582 SH Aug. 19, 2026 Daily
ESML · iShares Trust 0.14% 74,520 SH Sept. 11, 2026 Daily
SMDX · Tidal Trust III 0.14% 3,373 NS July 31, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.14% 4,299 NS July 31, 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0.14% 180,000 Oct. 1, 2026 Daily
IYF · iShares Trust 0.13% 102,377 SH Sept. 11, 2026 Daily
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.12% 18,898 NS July 31, 2026 N-PORT
IYG · iShares Trust 0.12% 49,863 SH Sept. 11, 2026 Daily
SMMD · iShares Trust 0.11% 81,002 SH Sept. 11, 2026 Daily
DFAS · Dimensional ETF Trust 0.11% 313,886 NS July 31, 2026 N-PORT
ISCG · iShares Trust 0.10% 18,028 SH Sept. 11, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.09% 40,544 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.09% 1,876,795 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.09% 3,282,377 SH Aug. 19, 2026 Daily
VFH · VANGUARD WORLD FUND 0.09% 249,825 SH Aug. 19, 2026 Daily
DXUV · Dimensional ETF Trust 0.09% 8,799 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.08% 32,706 NS July 31, 2026 N-PORT
IWS · iShares Trust 0.08% 225,158 SH Sept. 11, 2026 Daily
WSML · iShares Trust 0.08% 9,326 SH Sept. 11, 2026 Daily
DFSU · Dimensional ETF Trust 0.06% 25,913 NS July 31, 2026 N-PORT
IWR · iShares Trust 0.06% 621,111 SH Sept. 11, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 9,755 SH Oct. 1, 2026 Daily
DCOR · Dimensional ETF Trust 0.06% 34,361 NS July 31, 2026 N-PORT
DGRO · iShares Trust 0.05% 411,289 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.05% 419,664 NS July 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.03% 90,772 NS July 31, 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0.03% 604,427 SH Aug. 19, 2026 Daily
IUSV · iShares Trust 0.03% 143,539 SH Sept. 11, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.03% 59,439 SH Oct. 1, 2026 Daily
DIVB · iShares Trust 0.03% 10,091 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.02% 336,418 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.02% 49,560 NS July 31, 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0.02% 91,426 SH Aug. 19, 2026 Daily
IYY · iShares Trust 0.01% 6,931 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.01% 212,131 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.01% 106,175 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.01% 44,046 NS July 31, 2026 N-PORT
IWV · iShares Trust 0.01% 42,001 SH Sept. 11, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.01% 4,545,296 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 124,044 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.01% 25,437 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 12,679 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.01% 34,569 SH Aug. 19, 2026 Daily
BIV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VUSB · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCRB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
IJH · iShares Trust · 5,739,017 SH Sept. 11, 2026 Daily
IJJ · iShares Trust · 833,920 SH Aug. 21, 2026 Daily
IAI · iShares Trust · 201,667 SH Sept. 11, 2026 Daily
XJH · iShares Trust · 22,342 SH Sept. 8, 2026 Daily
ISCB · iShares Trust · 7,231 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 23,410 SH Sept. 11, 2026 Daily
SMLF · iShares Trust · 164,064 SH Sept. 11, 2026 Daily

JEF Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 9 analysts BUY
Median target $59.00 +28.3%
2 22.2% Strong Buy
3 33.3% Buy
4 44.4% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

6 analysts · 2026-09-29

Mean target $59.50 +29.4%

← Below all targets Current price $45.97
Low$46.00 Mean$59.50 High$76.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
JEF · 20.3 2.9% 6.3% 6.6% ·
IBKR · 29.0 23.4% · · ·
HOOD $101.94B 55.2 51.6% 42.1% 21.9% ·
RJF $34.20B 16.8 6.6% 13.4% 17.7% ·
LPLA · 32.7 37.2% 5.1% 16.6% ·
FRHC $8.88B 57.7 9.3% 7.0% 11.3% ·
SF · 14.2 6.7% 10.8% 11.7% ·
EVR · 24.2 29.5% 15.3% 31.7% ·
VIRT · 6.5 26.2% 12.9% 58.4% ·
HLI · 23.1 9.6% 16.3% 18.6% ·
SNEX $5.27B 17.1 32.5% 0.23% 14.4% 3.1%

Latest News Recent headlines mentioning this company

23
Jefferies Reports Earnings Before the Big Banks. Here's Why Wall Street Should Be Watching Closely. Nasdaq · 3 months ago Jefferies Initiates Coverage Of Hut 8 Stock With ‘Buy’ Rating Yahoo Finance · 4 months, 2 weeks ago

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Jul 9, 2026